Carpe Datum, Part II

McCarthy, Ed
March 2000
Journal of Financial Planning;Mar2000, Vol. 13 Issue 3, p50
Academic Journal
This article suggests ways of helping average financial planners achieve an acceptable level of information technology (IT) integration. The suggestions include the development of information technology skills internally, the utilization of a software developer/consultant, and the formation of a group to hire a developer/consultant. It is noted that there is no single, inexpensive solution to planners' IT problems. But as other professionals continue moving into the financial planning and wealth management business, competition for clients will increase.


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